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Every
Business Cycle presents an opportunity.

Macro trends of GDP growth, inflation and credit cycles all exert a major influence on sectors, themes and stocks. At Invesco, we recognize that a company's lifecycle is also equally important in driving its stock performance. Therefore, it is prudent not just to understand economic and market cycles alone, but also study the current phase of a company’s lifecycle in order to pick opportunities that are positioned to do well.

Presenting

Invesco India Business Cycle Fund

Our Approach

Investment Approach -
Takes a comprehensive view with emphasis on evaluating both the business cycle as well as company lifecycle.
Diversified Portfolio -
Investments across market caps, sectors and industries, thereby diversifying portfolio to manage risks.
Endeavours to invest in companies that are positioned to do well in the current business cycle.

Investment Framework

• A combination of top-down and bottom-up focusing on sectors and stocks in the growth phase
• Investments across market capitalization
• Focus on companies in pro-cyclical phase (~70%) and some exposure to companies in counter cyclical phase (~30%)
• Fund may have significant overweight/underweight position in sectors/sub-segments vis-à-vis the benchmark
• Focus will be on diversification to manage sector/stock specific risks
Disclaimer: The above is based on current views and is subject to change from time to time.
The Fund focuses on identifying sectors/sub-segments/companies which benefit from structural changes in the economy as well as strong turnaround themes

Themes influencing Business Cycle


  • Premiumization

    Travel and Leisure

  • Clean Energy

    (ICE vs. EV, Renewables vs. Fossil Fuel)



    Make in India

    (Electronic Manufacturing Services, Defense Indigenization)



  • Digitization

    Financialization

  • Pharma Contract Development (CDMO)

    Health and Wellness
ICE: Internal Combustion Engine, EV: Electric Vehicle, CDMO: Contract Development and Manufacturing Organization
Disclaimer: The purpose of above illustration is to explain that there are various themes which influence different sectors, sub-segments and companies differently. The themes mentioned above for identification and selection of sectors/sub-segments/companies are some of the themes and not an exhaustive list. There could be other themes as well which might have an impact on sectors, sub-segments and companies. The information alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as recommendation, advice to buy, sell or transact in any manner and neither should it be considered as Research Report from Invesco Asset Management (India) Private Limited and/or Invesco Mutual Fund. The Scheme may or may not have any future positions in them.

Key Facts

Fund Managers Mr. Aditya Khemani & Mr. Amit Ganatra
Minimum Investment Rs.1,000 and in multiples of Re.1 thereafter
SIP Amount Rs.500 and in multiples of Re.1 thereafter
Benchmark Index Nifty 500 TRI
Load Structure Exit Load#: For each purchase of units through Lumpsum / Switch-in / Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and IDCW Transfer Plan, exit load will be as follows:
  • if units are redeemed/switched out on or before 3 months from the date of allotment: 0.50%
  • if units are redeemed/switched-out after 3 months from the date of allotment: Nil
  • if units are redeemed/switched-out after 3 months from the date of allotment: Nil
#Exit Load charged, if any, will be credited back to the scheme, net of Goods & Services Tax.
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This product is suitable for investors who are seeking*:
•  Capital appreciation over long term
•  Investments predominantly in equity and equity related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
As per AMFI Tier 1 Benchmark i.e. Nifty 500 TRI

Note: The product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.